I would like to setup some Cake widgets on the home screen of my smartphone:
* the balance of any of my connected accounts
* the most recent transactions
* the current cashflow

This is only a preliminary list with some basic ideas; feel free to add additional suggestions in the comments!

I would like to flag if a payment was made online. The goal is to review how much I'm spending online.

I would like to see am insight with the evolution of a single category (similar to the evolution of a single merchant that is available in the detailed transactions screen). This would allow me to easily review the evolution of a particular category.

I would like to see how much I spent on a specific activity; for example a daytrip, citytrip, holiday, visit the zoo, etc.

I would like to be able to manage these activities:
- give a name to the activity
- include/exclude transactions in an activity

• There's an analogy with google photos or apple photos: they also know when a set of pictures belongs to the same activity and will automatically bundle them in albums.

I would like Cake to count all reimbursements as a reduction of costs, and not as income.

The current implementation can inflate both the income and the expenses of a period. The goal is to allow users to more accurate analyze both spending and income.

I would like to review the average subscription spending in a specific period. The period can be changed to visualize the subscription spending on a monthly or a yearly basis.

Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

I would like to create insights for a custom period; for example show me my spending, my income or my saving from July 15th to August 15th.

In the spending insights, I would like to be able to track the spending of a single category; selecting a category and review the evolution of the spending.

I would like refunds to be connected to their corresponding transactions; for example my partner buys me a set of shoes, but I have to return them because they are too small. This connection, between a spending transaction and a refund, would enable spending insights to exclude these transactions.

If Cake can't do this automatically (based on the data in the transaction), I should be able to manually connect a refund to a transaction.

I would like to review the average recurring payments in a specific period. The period can be changed to visualize the recurring payments on a monthly or a yearly basis.

Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

I would like to know how much I can safely spend each week; commonly referred to as a safe-to-spend budget. The available budget will take my income and spending into account (using a running period of 30 days), but also factor in my upcoming predicted payments.

I would like to review the evolution of my budget (how much I can safely spend). The period can be changed to visualize the income evolution on a monthly or yearly basis.

I would like to review how much I can safely save this month. The proposed savings should obviously take my entire budget into account; income, spending, recurring and upcoming predicted payments.

I would like to see the number of transactions per month on each bank account.

I would like to perform a detailed comparison of two categories; for example compare my transport versus my groceries budget.

I would like to review my spending at a merchant compared to my total spending in the respective category (of that merchant). For example; how much of my total grocery shopping do I spend at Carrefour?

I would like to review the evolution my recurring payments in a specific period. The period can be changed to visualize my recurring payments spending evolution on a monthly, or even a yearly basis.

Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

I would like to review how much I can safely spend this week. The available budget should obviously take my income and spending into account, but also take my upcoming predicted payments into account.

I would like to review the evolution of my spending at a merchant compared to my total spending in the respective category (of that merchant). For example; how did the percentage of my total grocery shopping that I spent at Carrefour evolve?